Focus: Insurance Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning
Languages: English, Chinese – Cantonese, Chinese – Mandarin
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
Peggy P.G. Gan has been in the financial services field since 1987. A graduate of the University of New South Wales with a Bachelor of Commerce degree; emphasis in Accounting, Financial Management and Systems Analysis. Peggy qualified as an Associate of the Australian Society of Accountants from The Australian Graduate School of Management, a postgraduate management and business school that is part of the UNSW Business School in Sydney, Australia.
Languages spoken: English, Chinese, Bahasa Malaysia and Indonesian
CA Insurance Lic#0794865
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